Strategic Overview

September 29, 2021

Strategy is the foundation of any business. Having a written plan that formalizes goals in areas such as business development, operational efficiencies and human resource management can help the business, ownership and a family get all employees (both family and non-family) to be on the same page. This can help move your business in the direction you wish by putting the process into action.


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Transcript

Hi, my name is Matt Kerzner. I'm a director in the Center for Individual and Organizational Performance. Today, I want to talk to you a little bit about our strategic planning process. We call it the strategic roadmap. And in this process, we can help you and your organization put a plan together to look for three to five years out within your organization. There are several parts to this, and I'm going to go through each one of them with you.

The first one is understanding your mission. The second one is core values. What do you believe in? What is that route? The vision. What do you want to be? Once you do that, then we can put some goals together for the organization, your objectives, and what you want to accomplish. Then we're going to look at a few different areas so we can understand the strategy and the measures for each one. Then we need to cascade it down into initiatives and projects. So every department and employee is going to be rowing in the same direction.

If we at the Center can help you deal with the emotions before the emotions take over putting the strategic plan together, you're going to be in great shape. We have a solid team here to help you put this plan together and we look forward to working with you.

About Matthew Kerzner

Matthew Kerzner is a Managing Director in the Center for Individual and Organizational Performance and the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.


More in This Series

Strategic Roadmap: Mission, Vision and Core Values

Strategy is the foundation of any business. Having a written plan that formalizes your organization’s mission, core values and vision can help the business, ownership, family and employees be on the same page and can help the organization reach it’s short- and long-term objectives.

Strategic Roadmap: Objectives & Goals

When goals are written in a Specific, Measurable, Achievable, Relevant, and Timely manner, they can help individuals, departments, and the business reach their short- and long-term objectives.

Strategic Roadmap: Individual Actions

Strategy is the foundation of any business. Having a written plan that formalizes individual actions in areas such as business development, operational efficiencies and human resource management can help the business, ownership and family be on the same page. This is particularly true when employees have very clear actions on how to accomplish their tasks to help a business reach its short- and long-term objectives.

Strategic Roadmap: Initiatives & Projects

Strategy is the foundation of any business. Having a written plan that formalizes initiatives and projects in areas such as business development, operational efficiencies and human resource management can help the business, ownership and family be on the same page. When leadership and employees understand what their deliverables are, how they measure success, and what is in scope and out of scope on what they need to accomplish can help a business reach its short- and long-term objectives.

Strategic Roadmap: Strategies and Measures

Strategy is the foundation of any business. Having a written plan that formalizes your organization’s strategy regarding deliverables and how one measures success in areas such as business development, operational efficiencies and human resource management can help the business, ownership and family be on the same page. When everyone in the organization knows what you will be accountable for and how you measure for success, that can help the business reach its short- and long-term objectives.